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Mar 31, 2022

UDR Q1 2022 Earnings Report

UDR's first quarter earnings surpassed initial expectations due to robust operating fundamentals, leading to increased full-year 2022 guidance.

Key Takeaways

UDR announced strong first quarter 2022 results, with net income per diluted share at $0.04 and FFO per diluted share at $0.54. The company increased its full-year 2022 guidance ranges based on current trends and operating initiatives.

Net income per diluted share was $0.04, a 300% increase year-over-year.

FFO per diluted share was $0.54, a 69% increase year-over-year.

Same-store revenue increased by 10.8% year-over-year.

The company's weighted average SS physical occupancy for the first quarter of 2022 was 97.3 percent.

Total Revenue
$356M
Previous year: $300M
+18.8%
EPS
$0.55
Previous year: $0.47
+17.0%
Gross Profit
$69.8M
Previous year: $49.6M
+40.8%
Cash and Equivalents
$895K
Previous year: $1.17M
-23.6%
Total Assets
$10.7B
Previous year: $9.57B
+11.7%

UDR

UDR

UDR Revenue by Geographic Location

Forward Guidance

For the second quarter of 2022, the Company has established the following earnings guidance ranges and the Company has increased its previously provided full-year 2022 Same-Store and earnings guidance ranges.

Positive Outlook

  • Net Income / (Loss) per diluted share: $0.04 to $0.06
  • FFO per diluted share: $0.55 to $0.57
  • FFOA per diluted share: $0.55 to $0.57
  • AFFO per diluted share: $0.50 to $0.52
  • SS Revenue (YOY Growth): 8.5% to 10.0%

Challenges Ahead

  • SS Expense (YOY Growth): 3.0% to 4.0%
  • SS NOI (YOY Growth): 10.75% to 12.75%
  • SS Revenue (Straight-Line, YOY Growth): 9.0% to 10.5%
  • SS NOI (Straight-Line, YOY Growth): 11.5% to 13.5%
  • None

Revenue & Expenses

Visualization of income flow from segment revenue to net income